THE ASSOCIATION OF PVO FINANCIAL MANAGERS

Announces 2 days on

Indirect Costs and Overhead Rates

September 9, 2008 - Indirect Costs: The Basics and the NICRA

September 10, 2008 - Full Recovery in a Multiple Donor Environment & Advanced Concepts

9:00 a.m. - 4:15 p.m.

Equality Forum (first floor conference room)
Human Rights Campaign
1640 Rhode Island Avenue, NW
Washington , D.C.

nearest metro stops: Dupont Circle & Farragut North

 

"My organization's overhead rate is 15%, theirs is 50%, are we losing out?" "Rent is an administrative cost. Why is it listed in your budget as a direct cost?" "We only allow 15% for overhead. Do you still want the grant?" Variations of these questions have been posed to us by staff, funders, Board members and others. Periodically we need to question our methods for calculating an indirect cost rate and indeed wonder if we are maximizing our rates of recovery.

At the suggestion of last year's participants, we have broken the Indirect Cost Workshop into two days. The September 9 workshop will cover the basics of indirect costs and the NICRA (Negotiated Indirect Cost Rate Agreement). Topics will include basic indirect theory, review of various rate types, as well as proposing and managing a NICRA. On September 10 we will discuss more advanced topics such as advanced rate theory and structures, strategies for Full Indirect Recovery in a “cap” environment; and case studies of various donors approach to paying indirect costs.


Presenters:

Don Allen has over 30 years experience in business management and administration, including 14 years managing federal compliance issues. As Internews' Vice President for Administration he serves as the primary administrative contact for funders and subrecipients and oversees all proposal preparation. He interprets and implements federal regulations and policies affecting the organization and is the primary author of Internews' policies governing compliance with these rules.

Jim Tuite, Vice President of Finance and Operations and CFO, is responsible for the finance, accounting, treasury, information technology, and office administration at Christian Children’s Fund. Jim previously worked at the Population Council for 12 years as Chief Financial Officer and Secretary-Treasurer. Prior to joining the Council, Mr. Tuite traveled extensively to the overseas programs of Save the Children as an Auditor/Operations Analyst for over 2 years. He is a CPA and worked for the Boston office of Coopers and Lybrand.

Eric Walker , VP, Corporate Services, PATH, and Chairperson of the Association of PVO Financial Managers has extensive experience working with USAID. Eric has worked for four different Private Voluntary Organizations that have received grants, cooperative agreements and contracts from USAID and numerous other funders. Eric has led many Association training workshops including our annual Indirect Cost Workshop, USAID Rules and Regs workshops, partnering, cost-share, and risk assessment, and Working with USAID. Eric's very approachable training style combines a broad range of experience and a practitioner's approach with a good sense of humor.


Register Now

If you are interested in attending either or both days of the workshop, please click here to register online. You can also click here to download a registration form; once completed it should be sent to APVOFM via email to workshops@apvofm.org or by fax to 203-226-3652.

Hotel Information:
Participants are responsible for making and paying for their hotel/lodging arrangements.

Many of our attendees have found reasonable rates on www.hotels.com.

Earn CPE Credits

The Association is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses. Complaints regarding sponsors may be addressed to NASBA, 150 Fourth Avenue North, Suite 700 , Nashville , TN 37219 , www.nasba.org. Participants will receive 7 CPE credits for each day attended. The course level is intermediate and has no prerequisites.